--- title: How To Create a Team Member Account (Org Admins) description: Learn how to add, edit, and archive organization users, assign roles, and manage access to ensure secure and accurate user management. --- [Skip to content](https://knowledge.cominghome.ai/en/knowledge-base/how-to-create-a-team-member-account-org-admins#main-content) [![cominghome-logo-horizontal-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-horizontal-dark.png?width=208&height=32&name=cominghome-logo-horizontal-dark.png)](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Coming Home Knowledge Base](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) 2. [Settings & Administration](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en) # How To Create a Team Member Account (Org Admins) ## Add, update, and manage user access to ensure the right people have the correct permissions within your organization. ### Purpose Manage user access across your organisation by adding new team members, updating user information, and removing access when needed. #### **Proper user management ensures:** - Secure and controlled system access - Accurate role-based permissions - Clean and up-to-date organizational records ### Who Can Use This Feature - **Organization Administrators:** Full access - **Team Members / Interns / Advocates:** No access Only authorized administrators can manage user accounts to ensure data security and consistency. ### When to Use This Feature Use this feature when you need to: - Add a new team member to the platform - Update user details (name, email, role, etc.) - Remove access for a user who no longer needs it   ### 1. How To Add an Organization User #### **Step 1: Go to Settings** 1. From the left sidebar, click **Settings**. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-20-2026-06-34-19-6456-PM.png?width=320&height=88&name=undefined-Mar-20-2026-06-34-19-6456-PM.png) 2\. Navigate to the **Organization Users** section. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-20-2026-06-30-54-4904-PM.png?width=433&height=62&name=undefined-Mar-20-2026-06-30-54-4904-PM.png) #### **Step 2: Open the Add Team Member Form** 1. Click **+ Add organization user** ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-20-2026-06-30-53-5745-PM.png?width=231&height=57&name=undefined-Mar-20-2026-06-30-53-5745-PM.png) 2.The Add Organization User form will open. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-20-2026-06-30-54-7319-PM.png?width=288&height=244&name=undefined-Mar-20-2026-06-30-54-7319-PM.png) #### **Step 3: Enter User Information** Complete all required fields: - **First name**: Enter the team member’s first name. - **Last name**: Enter the team member’s last name. - **Phone number**: Enter their contact number. - **Email**: Enter a valid email address (this will be used for login). #### **Step 4: Create Login Credentials** - **Password**: Create a secure password for the user. - **Confirm password**: Re-enter the password to confirm. #### **Step 5: Assign User Role** Under **User role**, select the appropriate role based on the level of access the user needs: - Organization Administrator - Team Member - Intern / Volunteer - LE / Advocate Choose the role carefully, as it determines permissions and system access. #### **Step 6: Save the User** 1. Click **Create organization user**. 2. The new user will appear in the Organization Users list. #### **Step 7: Confirm** Check the Organization Users  table to ensure the user was successfully added. #### **What Happens Next** - The user can log in using the credentials provided - Their role determines what they can view and manage - They will begin appearing across relevant workflows (clients, programs, etc.) #### **Important Notes** - Only Organization Admins can add new Organization Users. - Team Members, Interns/Volunteers, and LE/Advocates cannot add users.   ### 2. How To Edit an Organization User #### **Edit or Archive an Organization User** You can update an organization user’s information or archive their account directly from the **Organization Users** table in Settings.   #### **How to Edit an Organization User** Editing allows you to update user details such as name, contact information, or role. #### **Steps:** 1. Go to **Settings** from the left sidebar. 2. Navigate to the **Organization Users** section. 3. Locate the user you want to update in the list. 4. Click the **Edit icon**  next to their name. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-20-2026-06-30-53-3570-PM.png?width=84&height=84&name=undefined-Mar-20-2026-06-30-53-3570-PM.png) 1. Update the required fields (for example: name, email, phone number, or role). 2. Save your changes. Changes will take effect immediately after saving.   ### **3. How to Archive an Organization User** Archiving removes a user’s active access without permanently deleting their information. This is recommended when a staff member leaves or no longer needs system access. #### **Steps:** 1. Go to **Settings** \> **Organization Users** 2. Find the user you want to archive. 3. Click the **Archive icon** next to their name. 4. Confirm the action when prompted. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-20-2026-06-30-53-1182-PM.png?width=56&height=50&name=undefined-Mar-20-2026-06-30-53-1182-PM.png) **Archived users will:** - No longer be able to log into the platform. - Remain stored for historical records and reporting. **Viewing Archived Users** 1. Use the filter options at the top of the Organization Users table. 2. Select **Archived** to view archived users. 3. You may restore access later if needed (depending on permissions).   #### **Related Articles** - [Understanding User Roles and Permissions](https://knowledge.cominghome.ai/en/knowledge-base/understanding-user-roles-and-permissions-table?hsLang=en) - [How to Log In and Access Your Account](https://knowledge.cominghome.ai/en/knowledge-base/how-to-log-in-and-access-your-account?hsLang=en) - [Organization Settings Overview](https://knowledge.cominghome.ai/en/knowledge-base/organization-settings-overview?hsLang=en) --- ### Need More Help? If you cannot update a field, [contact the Coming Home Support Team](mailto:customersupport@cominghome.ai) for additional help.   - [Getting started](https://knowledge.cominghome.ai/en/knowledge-base/getting-started?hsLang=en) - [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#main-content) - [Creating and editing a client record](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#creating-and-editing-a-client-record) - [Assignments](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assignments) - [Assistances at a client level](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assistances-at-a-client-level) - [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#program-enrollment) - [Files & Notes](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#files-notes) - [Referrals](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#referrals) - [Programs](https://knowledge.cominghome.ai/en/knowledge-base/programs?hsLang=en) - [Assistances](https://knowledge.cominghome.ai/en/knowledge-base/assistances?hsLang=en) - [Milestones](https://knowledge.cominghome.ai/en/knowledge-base/milestones?hsLang=en) - [Settings & Administration](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#main-content) - [Users & Permissions](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#users-permissions) - [Coming Home Mobile App](https://knowledge.cominghome.ai/en/knowledge-base/coming-home-mobile-app?hsLang=en) [![cominghome-logo-stack-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-stack-dark.png?width=127&height=48&name=cominghome-logo-stack-dark.png "cominghome-logo-stack-dark")](https://www.cominghome.ai/?hsLang=en) https://www.cominghome.ai/ [mailto:customersupport@cominghome.ai](mailto:customersupport@cominghome.ai) Copyright © 2026, Coming Home